Filing Research | RR - RICHTECH ROBOTICS INC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Themes Management Co LLC	Shares	1.3MSH	$2.8M
2	AlphaCentric Advisors LLC	Shares	300.0KSH	$633.0K
3	Bogart Wealth, LLC	Shares	72.5KSH	$152.9K
4	Police & Firemen's Retirement System of New Jersey	Shares	63.4KSH	$133.8K
5	IFP Advisors, Inc	Shares	56.5KSH	$119.3K
6	J.W. COLE ADVISORS, INC.	Shares	44.1KSH	$93.1K
7	Mirae Asset Global Investments Co., Ltd.	Shares	26.8KSH	$56.5K
8	Valeo Financial Advisors, LLC	Shares	21.0KSH	$44.3K
9	Once Capital Management, LLC	Shares	20.0KSH	$42.2K
10	NorthCrest Asset Manangement, LLC	Shares	21.2KSH	$37.7K
11	CAPITAL ADVISORS INC/OK	Shares	16.4KSH	$34.6K
12	Key Client Fiduciary Advisors, LLC	Shares	15.2KSH	$32.1K
13	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	15.0KSH	$31.6K
14	GRIFFIN ASSET MANAGEMENT, INC.	Shares	14.0KSH	$29.6K
15	LAZARI CAPITAL MANAGEMENT, INC.	Shares	13.5KSH	$28.5K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	11.2KSH	$23.1K
17	Transce3nd, LLC	Shares	4.7KSH	$8.2K
18	Financial Life Planners	Shares	3.0KSH	$6.3K
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	3.0KSH	$6.3K
20	Investors Research Corp	Shares	2.2KSH	$4.6K
21	SIGNATUREFD, LLC	Shares	2.1KSH	$4.3K
22	CoreCap Advisors, LLC	Shares	1.3KSH	$2.7K
23	Quaker Wealth Management, LLC	Shares	1.0KSH	$2.1K
24	BARRETT & COMPANY, INC.	Shares	700SH	$1.5K
25	MassMutual Private Wealth & Trust, FSB	Shares	545SH	$1.1K
26	Atlantic Edge Private Wealth Management, LLC	Shares	400SH	$844
27	Farther Finance Advisors, LLC	Shares	160SH	$338
28	EverSource Wealth Advisors, LLC	Shares	20SH	$42
29	Triumph Capital Management	Shares	20SH	$42
30	Activest Wealth Management	Shares	0SH	$0
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.8KSH	$0

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	Themes Management Co LLC added	Shares	+865.9K	+$1.8M	$2.8M
2	Bogart Wealth, LLC added	Shares	+52.5K	+$111.1K	$152.9K
3	AlphaCentric Advisors LLC added	Shares	+50.0K	+$110.5K	$633.0K
4	J.W. COLE ADVISORS, INC. new	Shares	+44.1K	+$93.1K	$93.1K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+23.5K	+$50.3K	$133.8K
6	Valeo Financial Advisors, LLC new	Shares	+21.0K	+$44.3K	$44.3K
7	NorthCrest Asset Manangement, LLC new	Shares	+21.2K	+$37.7K	$37.7K
8	IFP Advisors, Inc added	Shares	+16.4K	+$35.5K	$119.3K
9	LAZARI CAPITAL MANAGEMENT, INC. new	Shares	+13.5K	+$28.5K	$28.5K
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.9K	+$4.6K	$56.5K
11	Key Client Fiduciary Advisors, LLC added	Shares	+1.6K	+$3.8K	$32.1K
12	CoreCap Advisors, LLC new	Shares	+1.3K	+$2.7K	$2.7K
13	Financial Life Planners added	Shares	+1.0K	+$2.1K	$6.3K
14	Quaker Wealth Management, LLC new	Shares	+1.0K	+$2.1K	$2.1K
15	SIGNATUREFD, LLC added	Shares	+705	+$1.5K	$4.3K
16	BARRETT & COMPANY, INC. new	Shares	+700	+$1.5K	$1.5K
17	CAPITAL ADVISORS INC/OK added	Shares	+482	+$1.3K	$34.6K
18	NORTHBRIDGE FINANCIAL GROUP, LLC unchanged	Shares	0	+$450	$31.6K
19	Once Capital Management, LLC unchanged	Shares	0	+$400	$42.2K
20	GRIFFIN ASSET MANAGEMENT, INC. unchanged	Shares	0	+$280	$29.6K
21	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$60	$6.3K
22	Investors Research Corp unchanged	Shares	0	+$44	$4.6K
23	EverSource Wealth Advisors, LLC new	Shares	+20	+$42	$42
24	Farther Finance Advisors, LLC unchanged	Shares	0	+$15	$338
25	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$11	$1.1K
26	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$8	$844
27	Roble, Belko & Company, Inc exited	Shares	-129	$0	$0
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+21.8K	$0	$0
29	SALEM INVESTMENT COUNSELORS INC exited	Shares	-5	-$11	$0
30	Triumph Capital Management trimmed	Shares	-60	-$125	$42
31	GAMMA Investing LLC exited	Shares	-80	-$167	$0
32	Transce3nd, LLC unchanged	Shares	0	-$1.8K	$8.2K
33	B.O.S.S. Retirement Advisors, LLC exited	Shares	-10.3K	-$21.5K	$0
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-20.0K	-$40.0K	$23.1K
35	CARY STREET PARTNERS FINANCIAL LLC exited	Shares	-33.0K	-$69.0K	$0
36	Activest Wealth Management trimmed	Shares	-35.0K	-$73.2K	$0